How to create a 240 day task for different equipment?

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How to create a 240 day task for different equipment?

We want to set up a task that schedules a work order for different equipment once in 240 days. The task will be scheduled on different dates for each of the equipment. First set up the task as below:

task_240day

 

Note that the default task frequency is set to "Unplanned". This will prevent one from getting spurious scheduled work orders when we set up the task schedule for different equipment.

Now associate any equipment as needed on the Equipment tab:

task_240day1

 

Initially it will show the equipment with the default "Unplanned" frequency. Now double click on each equipment in the Equipment tab to bring up a new Frequency editing window to specify a custom work order frequency for the equipment. Double click on the row for equipment "HVAC-B" to modify the task work order frequency from "Unplanned" to "Daily" with a 240 day cycle like below. Similarly double click on the entry for "HVAC-M" and change the frequency to "Daily" with a 240 day cycle also. However, change the Start Date to say 3/1/2020 and effectively put the second HVAC unit on a different 240 day cycle. Save the changes.

task_240day2

 

Return to the task screen. See that "HVAC-B" and "HVAC-M" as shown below now have a “*” next to their frequencies showing that they are on a custom frequency not the default.

task_240day3

 

Now click on the “Work Orders/ History” button to see the work orders this task would generate (see below). We can see a work order for "HVAC-M" and another for "HVAC-B" generated every 240 days (dates may be adjusted for Calendar holidays if the task has a calendar associated with it).

task_240day4

 

You can click on the “Add” button to modify the work orders.

If you now go to the main window you can see these work orders scheduled on 02/03/2020 (for HVAC-B) and 03/02/2020 (for HVAC-M):

task_240day5

 

Now open the first work order on 02/03/2020 for "HVAC-B" and mark it as completed.

task_240day6

 

On the main window we see that the Status column value for the work order on 02/03/2020 for "HVAC-B" has changed from blank to "Completed".

task_240day7

 

The second 240 day task for "HVAC-M" (due 03/02/2020) is still open till we complete it. Then about eight months later (240 days), we should see two new work orders scheduled again for this task and repeating every eight months (240 days).